Description: Groupon Inc. has walked away from a Google Inc. acquisition offer worth as much as $6 billion, according to reports late Friday, appearing to set the stage for a Groupon IPO as soon as next year. Source: Marketwatch.com – video report  Date: 12/04/2010 Link: http://www.marketwatch.com/story/groupon-reportedly-spurns-google-merger-2010-12-04 Questions for discussion: Do you think Groupon is… Read more »
Posts Categorized: Growth & Valuation
The slaying of the Celtic Tiger
Description: Anglo Irish Bank’s unfinished head office pokes into the sky on Dublin’s North Wall Quay, a silent testimony to the rise and fall of the Celtic Tiger. Source: TheGlobeandMail.com  Date: 11/12/2010 Link: http://www.theglobeandmail.com/report-on-business/economy/the-slaying-of-the-celtic-tiger/article1797583/ Questions for discussion: Summarize the history of the Irish economic experience. What do you think will happen to Irish markets… Read more »
Facebook Sells Your Friends
Description: How Facebook plans to leverage its 550 million users into the greatest advertising juggernaut since … O.K., only since Google. That’s still huge. Source: Businessweek.com  Date: 09/22/2010 Link: http://www.businessweek.com/magazine/content/10_40/b4197064860826.htm Questions for discussion: Summarize the financial evaluations made in the article for Facebook? As an investor, how would you play Facebook? What would your… Read more »
How the Best-Known Brand in Golf is Navigating the Global Economy
Description:Â Like a weekend duffer playing through a summer squall, the golf industry has weathered brutal conditions in recent years. Callaway, the Carlsbad, California-based golf equipment maker, has hardly been immune to the ill winds. After banner years in 2007 and 2008, the company encountered the economic storm that struck the entire industry in 2009,… Read more »
Buying Opportunities in Small Banks, IPOs and H-P
Description: The market may be down, but there are plenty of great buys out there, says Hilary Kramer, editor of GameChangers stock newsletter. She recommends small banks, IPOs other than GM, and M&A targets Source: Marketwatch.com – video report  Date: 08/31/2010 Link: http://www.marketwatch.com/video/asset/buying-opportunities-in-small-banks-ipos-and-h-p/6AFC38D4-B4BC-4089-A862-76205281C19A Questions for discussion: Summarize the investing advice presented? Do you agree… Read more »
5 consumer-sector stocks with stable dividends
Description: Stingy consumers are causing stomachaches for brand-name makers of household goods and packaged foods. The biggest consumer-staples companies have been forced into short-term promotions and price cuts to stoke volume growth and retain market share. Source: Marketwatch.com  Date: 09/03/2010 Link: http://www.marketwatch.com/story/5-consumer-sector-stocks-with-stable-dividends-2010-09-03 Questions for discussion: Summarize the investing strategies presented. Do you agree with… Read more »
Billionaire’s Buy List
Description: Warren Buffett, George Soros, Carl Icahn are buying stocks and that’s a bullish sign, says James Altucher, Wealth Adviser contributor. There’s plenty to learn from their picks, Altucher explains to Dow Jones’ Veronica Dagher. Source: Marketwatch.com – video report  Date: 08/25/2010 Link: http://www.marketwatch.com/video/asset/billionaire-buy-list/F84B011C-5B35-494E-9249-73A6DB19B2D6 Questions for discussion: Summarize the reasons given for these particular… Read more »
A busy August for deals fuels M&A speculation
Description: Stagnant stocks, corporate cash piles, low rates, may spur more acquisitions Source: Marketwatch.com  Date: 08/27/2010 Link: http://www.marketwatch.com/story/a-busy-august-fuels-ma-speculation-2010-08-27?siteid=nwtwk Questions for discussion: What reasons are presented to explain the level of current M&A activity? What would cause this activity level to change? Do you think these deals are valued correctly, given the conditions that are… Read more »
AM Report: Deals Make a Comeback
Description:Â Global merger activity is at its highest levels since late 2009, presenting a glimmer of economic confidence even as the stock and bond markets continue to price in a weakening U.S. economy. Anupreeta Das and Dennis Berman discuss. Also, Dan Michaels discusses the race among 21 American museums to land one of the three… Read more »
BHP Billiton will take bid directly to Potash shareholders
Description: Mining giant BHP Billiton went on the attack Wednesday, saying it will take its nearly $39 billion takeover bid for Potash Corp. straight to shareholders after the fertilizer firm’s board spurned the offer as grossly inadequate. Source: Marketwatch.com   Date: 08/18/2010 Link: http://www.marketwatch.com/story/bhp-billiton-takes-bid-to-potash-shareholders-2010-08-18?siteid=nwtwk Questions for discussion: What are the arguments favoring the acquisition of… Read more »
